LeClair Wealth Partners LLC
CIK 2056667 · Holdings on Mar 31, 2026 · First reported May 5, 2026
Top ten holdings
Q1 2026- PULS11.71%
- JCPB7.37%
- UITB7.13%
- XMHQ6.96%
- SPYM6.40%
- USVM6.25%
- EVSD5.79%
- RWL5.59%
- HMOP3.00%
- GSIE2.43%
Share classes counted separately62.63%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -7.03 pp7.53% → 0.50%Shares -42.03K (-88.05%)
- MSFTWeight decreased · -3.08 pp3.63% → 0.55%Shares -8.61K (-66.56%)
- ETNWeight increased · +0.17 pp0.34% → 0.51%Shares +2.27K (+124.29%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $33.89M | 11.71% | 684.68K shares | Prior unavailable +684.68K | New | ↗▾ |
| 02 | JCPBJPMORGAN CORE PLUS BOND ETFCORE PLUS BD ETF View history and evidence | $21.33M | 7.37% | 453.04K shares | Prior unavailable +453.04K | New | ↗▾ |
| 03 | UITBVICTORYSHARES CORE INTERMEDICORE INTERMEDIAT View history and evidence | $20.63M | 7.13% | 438.76K shares | Prior unavailable +438.76K | New | ↗▾ |
| 04 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $20.14M | 6.96% | 194.84K shares | Prior unavailable +194.84K | New | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $18.51M | 6.40% | 241.90K shares | Prior unavailable +241.90K | New | ↗▾ |
| 06 | USVMVICTORYSHARES US SMALL MID CUSAA MSCI USA SM View history and evidence | $18.09M | 6.25% | 191.10K shares | Prior unavailable +191.10K | New | ↗▾ |
| 07 | EVSDEATON VANCE SHRT DUR INCEATON VANCE SHOR View history and evidence | $16.77M | 5.79% | 329.17K shares | Prior unavailable +329.17K | New | ↗▾ |
| 08 | RWLINVESCO S&P 500 REVENUE ETFS&P 500 REVENUE View history and evidence | $16.18M | 5.59% | 140.79K shares | Prior unavailable +140.79K | New | ↗▾ |
| 09 | HMOPHARTFORD MUNICIPAL OPP ETFMUN OPORTUNITE View history and evidence | $8.67M | 3.00% | 223.76K shares | Prior unavailable +223.76K | New | ↗▾ |
| 10 | GSIEGOLDMAN SACHS ACTIVEBETA INTACTIVEBETA INT View history and evidence | $7.03M | 2.43% | 162.91K shares | Prior unavailable +162.91K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 101
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FIXD FIRST TRUST SMITH OPPORTUNIS | Non-derivative | -398,454 | -$17.66M | SEC filing ↗ | SEC filing ↗ |
| VTV VANGUARD MRNGSTR VAL ETF-AUI | Non-derivative | -55,521 | -$10.60M | SEC filing ↗ | SEC filing ↗ |
| BUFR FT VEST LAD BUFFERVETF-USD I | Non-derivative | -266,500 | -$9.13M | SEC filing ↗ | SEC filing ↗ |
3 / 101 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2056667 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 168738039
}Research all 103 reported holdings.
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